+2,981.5%
MUU vs S
+10.1%
+2,971.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +11.5% |
| 7D | +17.4% | -7.7% | +25.1% | +18.8% |
| 30D | +24.0% | -5.3% | +29.3% | +24.4% |
| 3M | -23.9% | +20.3% | -44.2% | -27.5% |
| 6M | +284.4% | +47.4% | +237.1% | +229.4% |
| YTD | +583.7% | +32.5% | +551.2% | +521.4% |
| 1Y | +2,981.5% | +9.5% | +2,971.9% | +3,110.3% |
| All | +2,981.5% | +10.1% | +2,971.3% | +3,110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded S wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling